IFA Administrator - Home-Based

TN United Kingdom; London; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading National Financial Planning company is seeking to recruit 2 IFA Administrators for a home-based role, with occasional office visits. This position offers an excellent opportunity to provide key administrative support within a prestigious financial practice, aiming to maintain high standards of client service.

Qualifications

• Minimum of 5 years’ financial services experience in a similar role.
• Proven track record in providing high quality administrative support to advisers.

Responsibilities

• Provide high-quality support to Advisers.
• Assist in production and issuing of client advice, liaising with product providers.
• Prepare and issue client reviews and process new business through to conclusion.

Skills

Communication

Time Management

Attention to Detail

Teamwork

Education

CII Level 4 qualification

Tools

Microsoft Excel

Microsoft Word

Job description

We are currently recruiting for a National Financial Planning company that are looking to recruit 2 IFA Administrators to join their team. This will be a home-based role but you may be required to go to the office on the odd occasion. This is a great opportunity to join a highly regarded Financial Planning practice.

• Provide high-quality support to our Advisers
• Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
• Prepare and issue client reviews including obtaining product specific information eg switch fees and funds available and charges
• Work with FE analytics
• Co-ordinate the issuing of client advice, client correspondence and enclosures
• Process new business through to conclusion
• Work with Platform sites

Online job hunting tools

Qualities

• Excellent communication skills, both verbal and written
• Ability to effectively manage your own time and achieve strict timescales
• Work on your own initiative
• A self-starter and finisher
• Good at working under pressure
• Excellent attention to detail
• A strong team player

Experience

• Minimum of 5 years’ financial services industry experience in a similar role
• A proven track record in providing high quality administrative support to advisers
• Proficient with Microsoft Excel and Word

Qualifications

• Working towards the CII Level 4 qualification would be desirable

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Created on 04/06/2025 by TN United Kingdom